Clearstead Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904 | Sell |
145
-1
| -0.7% | -$6 | ﹤0.01% | 2435 |
|
|
2025
Q1 | $1.02K | Sell |
146
-4
| -3% | -$28 | ﹤0.01% | 1981 |
|
|
2024
Q4 | $1.81K | Buy |
150
+4
| +3% | +$48 | ﹤0.01% | 1856 |
|
|
2024
Q3 | $1.02K | Hold |
146
| – | – | ﹤0.01% | 1913 |
|
|
2024
Q2 | $3.24K | Hold |
146
| – | – | ﹤0.01% | 1757 |
|
|
2024
Q1 | $3.53K | Sell |
146
-25
| -15% | -$604 | ﹤0.01% | 1224 |
|
|
2023
Q4 | $13.3K | Sell |
171
-34
| -17% | -$2.64K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $17.4K | Buy |
205
+105
| +105% | +$8.9K | ﹤0.01% | 1041 |
|
|
2023
Q2 | $11.4K | Buy |
100
+10
| +11% | +$1.14K | ﹤0.01% | 970 |
|
|
2023
Q1 | $10.2K | Buy |
+90
| New | +$10.2K | ﹤0.01% | 945 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$16K | – | 1439 |
|
|
2022
Q1 | $16K | Hold |
71
| – | – | ﹤0.01% | 903 |
|
|
2021
Q4 | $27K | Sell |
71
-5
| -7% | -$1.9K | ﹤0.01% | 753 |
|
|
2021
Q3 | $36K | Hold |
76
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $55K | Buy |
76
+31
| +69% | +$22.4K | ﹤0.01% | 540 |
|
|
2021
Q1 | $24K | Buy |
+45
| New | +$24K | ﹤0.01% | 643 |
|